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Merrill Lynch has appointed former Schroder Investment Management fund manager, Hugo Tudor to its Select team. Tudor will join the team, which manages large UK balanced portfolios, in February 2001. At SIM he was a member of the UK Specialist team as well as responsible for several larger balanced portfolios for UK institutional clients. Merrill […]

IFA Meryl Court Technical Services has been fined £145,000 by the PIA for pension review and compliance failings.The fine is the biggest lev ied against an IFA firm for review failings since 1998.The PIA discovered a number of problems after visiting the Bristol-based IFA, form erly known as Redcliffe Associates.They include the company&#39s failure to […]

The orphan assets that sit within with-profits funds have accumulated over a number of generations and represent millions of pounds.Their purpose, in my mind, is to smooth investment ret urns, to underpin liabilities and to cope with unexpected events. In essence, they sit at the core of delivering what a with-profits policy is, both for […]

Clerical Medical and Axa are embroiled in a row over orphan assets.The feud was sparked with Clerical Medical voicing its views on orphan assets this week exclusively in Money Marketing. Clerical questions insurers planning to unlock their unattributed assets.Axa chief executive Mark Wood has written to Clerical chief executive Robert Walther inviting him to a […]

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Ahead of his appearance at Money Marketing’s flagship conference, Money Marketing Interactive, this April, Helm Godfrey chairman Danby Bloch looks at getting graduates into advice and making adviser the ‘go-to gurus’ of finance What should we be doing to get more new advisers into the profession? There’s no quick fix, but there are lots of […]

The way centralised investment propositions run today is far from perfect. So where do we go from here? There should be a name for the rule of thumb that says, just as the retail financial services industry reaches some consensus that something should be done a certain way, it all starts falling apart. In fact, […]

A look at the important take-aways from the senior manager regime’s previous implementation for those beginning their own preparations The forthcoming extension of the Senior Managers & Certification Regime represents the next major regulatory change that gets to the heart of a firm’s culture, governance and operational considerations. SM&CR implementation will not be a one-time […]

21st January 20193:05 pm

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